Our goal with clients is to create tax-efficient, personalized wealth management solutions that fit your needs. This begins with intensive analysis, and may include working with outside professionals to ensure all aspects of your financial picture are integrated. When it comes to managing individual assets, we employ a value-oriented philosophy, seeking to find investments with intrinsic value that has not yet been recognized by the market. Whether designed for preservation of capital and income, or capital appreciation, investment portfolios are constructed and managed with discipline learned over years of experience. We work with individuals, couples, families, institutions, trusts and charitable organizations.
We believe our research process is objective and rigorous and requires the use of broad based, multi-faceted inputs: our conclusions involve the synthesis of the data gathered from those inputs and are based on years of training, experience and real life, practical application to individual portfolio management and successful, long term investing. We don't begin with a point of view, but with a desire to determine where economic currents are flowing and then position client assets to take better advantage of those trends in a constant effort to mitigate risk and achieve returns consistent with client objectives. This archive of articles written by me over the last couple of years will help you understand the discipline and thought process which informs our investing.
The activation of two of our key recessionary tripwires portends a new phase for equities—and investment strategy. Investors may need to get more defensive in coming months, as the risk-reward balance for equities could become less favorable. Read the full economic outlook in the latest edition of Global Insight.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation contact us.
October 24, 2017
Social Security At-a-glance